7.18 | Community Creatio

11:01 Dec 16, 2022

Hi All,

I have created two types of contracts (Loyalty and General) and the default "Subordinate contract" detail is only showing in one page(General). So when creating a Subordinate contract by clicking on the (+) icon, I can see both options.

Is there a way to hide the Loyalty option from there?

4 comments

Best reply

Dmytro Vovchenko

14:43 Dec 16, 2022

Hi Champi,

I believe in this conversation you will find an answer to your task.

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Sales_Creatio

7.18

Conversion rate in dashboard

Korni Manideep Reddy

07:21 Dec 15, 2022

Hi community,

To show conversion rate in dashboard we use sales pipeline. Is there a way to show conversion rate without sales pipeline. For example "To show conversion rate in leads between qualification to closed won". Is there a way to implement it. Also suggest best chart to do this.

Thanks in advance.

Regards,

Manideep Korni

2 comments

Denis Bidukha

17:31 Dec 16, 2022

Hello Korni,

As I understand your need - you want the same info that the pipeline contains, but to be displayed in a different way. In the...MoreLess

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Sales_Creatio

7.18

Implement Custom Sales Pipeline chart

Korni Manideep Reddy

10:33 Dec 14, 2022

Hi community,

I want to implement "SalesPipeline" chart with custom column in lead section. By default it is tagged to the Column "Qualify status". But Iam using my own custom column "UsrLeadOpportunityStages" to define lead stages in my project. I can try with normal pipeline graph but also I want to implement the stage conversion rate, just like shown in the picture.

Is there a way implement.

Thanks in advance.

Regards,

Manideep Korni

4 comments

Bogdan

15:25 Dec 14, 2022

Hello,

I believe your business task could be achieved by this MarketPlace add-on,

Korni Manideep Reddy

07:24 Dec 15, 2022

Bogdan,

Thank you for your response. But this add-on will work only for opportunity section. But I need this implementation in leads section...MoreLess

Bogdan

10:15 Dec 15, 2022

Korni Manideep Reddy,

The full sales pipeline doesn't have the option to choose the object to build the dashboard by. Your dashboard can only...MoreLess

Jacek Harlejczyk

00:12 May 24, 2023

Hi Bogdan,

I also had a similar idea and could not see this having been developed and available OOTB.

BR,

Jacek

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7.18

Sales_Creatio

Add fixed filter to custom section like "Owner" in Activities

Nirupama Mohan Latha

01:33 Dec 13, 2022

Hi Community,

I am trying to add a fixed filter like "Owner" in Activities to a custom section. Below is the code I added for the same:

initFixedFiltersConfig: function() {
				var fixedFilterConfig = {
					entitySchema: this.entitySchema,
					filters: [
						{
							name: "Owner",
							caption...

MoreLess

2 comments

Dmytro Vovchenko

13:33 Dec 13, 2022

Hi,

Here is an example on adding a custom fixed filter.

Case description:

You need to add a custom fixed filter by column Type to the Contact...MoreLess

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entityeventlistener

case

Validation

Service_Creatio_enterprise_edition

7.18

Add a process to events in an object

Mariam Moufaddal

13:16 Dec 08, 2022

Hello,

I am willing to add a process for validation on Save for the Case object as shown in figure attached.

Any insights please?

Thanks,

1 comments

Kalymbet Anastasia

20:28 Dec 12, 2022

Hello,

The following instructions can help you to achieve the result you are looking for: validators schema section

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Studio_Creatio

7.18

READ DATA BUSINESS ELEMENT ISSUE

Stefano Bassoli

15:34 Nov 24, 2022

Hi community

I am trying to get the Min value for a datetime field using the read data business element.

But it seems that creatio is not handling the returned data correctly.

Does anyone have the same problem?

3 comments

Bhoobalan Palanivelu

16:00 Nov 24, 2022

hi Stefano Bassoli,

You should be using the function in the Read data element.

Could you please describe how you have been using the Read...MoreLess

Stefano Bassoli

16:08 Nov 24, 2022

Bhoobalan Palanivelu,

Hi,

see the attached file,

I'm trying to update Event.StartDate field with the MIN value returned by "read data" bp element

Stefano Bassoli

16:25 Nov 24, 2022

Stefano Bassoli,

I recreated the BP and now it works!

Show all comments (2)

Studio_Creatio

7.18

Hide "+" on Column Setup

Sourav Kumar Samal

14:23 Nov 11, 2022

Hi Community,

I want to hide the "+" button shown below, during column setup. The expectation is that the user should only select the current object's columns. This functionality is similar to Customer Portal users as it is not visible to them.

Is there a way to hide this for normal users also? Any suggestions will be appreciated.

Regards,

Sourav

1 comments

Dmytro Vovchenko

16:40 Nov 14, 2022

Hi,

The code for this button is:

{
						className: "Terrasoft.Button",
						visible: {
							bindTo: "ExpandVisible"
						},
						click...

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Filtering the records of a detail upon a button click

Abilash

10:24 Nov 08, 2022

I have a button on a detail that I want to use to filter the records in the said detail upon clicking it. The Apply filter option doesn't seem to be there. Quick filters seem to be working for a section but not on a detail.

Anyone knows a possible solution ?

Regards,

Abilash

2 comments

Bhoobalan Palanivelu

11:25 Nov 08, 2022

hi Abilash,

Have you checked by refreshing the page?

Did you debug to see the execution of the Detail button event?

If the execution of the...MoreLess

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Product

lending

server-side

Financial_Services_Creatio_lending_edition

7.18

Call "Fill in product terms" functionality from server side

User1997

16:10 Nov 01, 2022

Hello Creatio Community,

In our "Lending 7.18.4 Creatio Product" our team wants to call "Fill in product terms" from the server side.

How can we call this functionality (generate application parameters) from the server side?

Regards,

Lirzae

1 comments

Dariy Pavlyk

17:09 Nov 02, 2022

Hello,

Could you please specify from where exactly would you like to call this function and the purpose of it? Is it from a different application...MoreLess

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Access Rights

Studio_Creatio_enterprise_edition

7.18

Table name "Rights"

Gevorgyan Tigran

15:08 Nov 01, 2022

Can you please tell me in which object (table) data about user rights for a specific record is stored?

For example, in sales there is a record "Laptop" for this record the rights are configured, you need the name of this table where the names of users for whom these rights are distributed are stored.

5 comments

Best reply

Artem

12:46 Nov 02, 2022

Hello Tigran,

As Vladimir pointed out, there is no fast way to transfer the rights to records to another instance yet.

Although, you can manage...MoreLess

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